Who owns NVBU
Which tracked institutional funds hold NVBU, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See NVBU company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on NVBU is one-sided between 2026-Q1 and 2026-Q2: 3 added or opened and 1 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
NVBU’s largest tracked holder by dollar value, Allianz SE, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in NVBU divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 24 tracked filers holding NVBU, 9 increased or opened the position and 25 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in NVBU between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 1
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
Largest adds
- Allianz SE$2M
- STEPHENS INC /AR/$385K
Largest trims
- AE Wealth Management LLC$4M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Allianz SE added | 507,188 | $16M | 33.3% | 2026-Q2 |
| STEPHENS INC /AR/ trimmed | 155,014 | $5M | 10.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 90,812 | $3M | 6.0% | 2026-Q2 |
| Cypress Wealth Services, LLC trimmed | 86,684 | $3M | 5.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 49,692 | $2M | 3.3% | 2026-Q2 |
| Savant Capital, LLC trimmed | 48,853 | $2M | 3.2% | 2026-Q2 |
| SECURED RETIREMENT ADVISORS, LLC added | 22,308 | $688K | 1.5% | 2026-Q2 |
| Arax Advisory Partners added | 19,108 | $589K | 1.3% | 2026-Q2 |
| MONEY CONCEPTS CAPITAL CORP | 11,268 | $348K | 0.7% | 2026-Q2 |
| Creative Planning | 11,131 | $343K | 0.7% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 9,885 | $305K | 0.6% | 2026-Q2 |
| Farther Finance Advisors, LLC new | 8,602 | $265K | 0.6% | 2026-Q2 |
| Grantvest Financial Group LLC trimmed | 8,509 | $263K | 0.6% | 2026-Q2 |
| PFG Investments, LLC trimmed | 8,360 | $258K | 0.5% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 8,333 | $255K | 0.5% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 7,620 | $235K | 0.5% | 2026-Q2 |
| BARCLAYS PLC trimmed | 3,504 | $108K | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 2,461 | $76K | 0.2% | 2026-Q2 |
| IFP Advisors, Inc | 1,770 | $55K | 0.1% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 1,430 | $44K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,270 | $39K | 0.1% | 2026-Q2 |
| Elevated Capital Advisors, LLC trimmed | 214 | $7K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 184 | $6K | 0.0% | 2026-Q2 |
| COUNTRY TRUST BANK new | 122 | $4K | 0.0% | 2026-Q2 |
| Wellment Financial trimmed | 10,310 | $290K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| SMART Wealth LLC trimmed | 10,134 | $285K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Foundations Investment Advisors, LLC added | 10,063 | $283K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| FWG Investments, LLC. added | 10,041 | $283K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| AMERIPRISE FINANCIAL INC new | 7,134 | $201K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Quest 10 Wealth Builders, Inc. added | 2,873 | $81K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Lloyd Advisory Services, LLC. trimmed | 219 | $6K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Kingdom Financial Group LLC. trimmed | 219 | $6K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Networth Advisors, LLC | 205 | $6K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG added | 161 | $5K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Key Capital Management, INC added | 114 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Decker Retirement Planning Inc. added | 63 | $2K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| US BANCORP \DE\ new | 9 | $253 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Allianz Investment Management LLC new | 211,397 | $6M | 13.0% | 2025-Q4 stale (2 quarters behind) |
| KESTRA PRIVATE WEALTH SERVICES, LLC new | 16,223 | $470K | 1.0% | 2025-Q4 stale (2 quarters behind) |
| OLD MISSION CAPITAL LLC trimmed | 8,537 | $247K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| Allianz Investment Management U.S. LLC trimmed | 127,275 | $4M | 7.7% | 2025-Q3 stale (3 quarters behind) |
| B.O.S.S. Retirement Advisors, LLC new | 33,048 | $878K | 1.9% | 2025-Q2 stale (4 quarters behind) |
| HOWARD BAILEY SECURITIES, LLC new | 17,917 | $476K | 1.0% | 2025-Q2 stale (4 quarters behind) |
| Consolidated Portfolio Review Corp new | 13,453 | $358K | 0.8% | 2025-Q2 stale (4 quarters behind) |
| Great Lakes Retirement, Inc. new | 10,897 | $290K | 0.6% | 2025-Q2 stale (4 quarters behind) |
| LifeWealth Investments, LLC new | 10,656 | $283K | 0.6% | 2025-Q2 stale (4 quarters behind) |
| Transce3nd, LLC new | 645 | $17K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Park Square Financial Group, LLC new | 410 | $11K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Richard W. Paul & Associates, LLC new | 32 | $850 | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Pineridge Advisors LLC new | 11 | $292 | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.